New Business Case Manager I

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Review, assess, and process case work in accordance with departmental procedures.

• Analyze case details and determine the appropriate course of action.

• Gather and provide information while ensuring systems are updated with relevant details.

• Achieve or surpass productivity and quality benchmarks.

• Conduct timely and professional outreach and follow-up for cases.

• Utilize CMD resources and tools to ascertain regulatory, product, and case design requirements.

• Familiarize yourself with the rationale behind these requirements.

• Build relationships with underwriting, distribution, and marketing partners.

• Communicate effectively with producers, field offices, and external stakeholders.

• Draft correspondence as necessary.

• Set clear expectations with producers, offices, and FVPs.

• Assist with departmental needs as assigned.

⛳️ Requirements

• A college degree or equivalent work experience is preferred.

• A strong commitment to providing an exceptional customer service experience.

• Ability to work effectively in a collaborative team setting.

• Experience engaging with a diverse range of customers, preferably in the financial services sector.

• Capability to manage tasks in a high-volume, fast-paced environment while maintaining accuracy, speed, and thoroughness.

• Excellent verbal and written communication skills.

• Familiarity with NB and UW terminology, including labs, APSs, and MVRs.

• A customer service-oriented mindset.

• Ability to balance teamwork and independent work effectively.

• Strong sense of accountability and integrity.

• Flexibility and agility to adapt to business needs.

🏝️ Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account.

• Paid Time Off.

• Holiday Schedules.

• Financial Planning Time Off.

• Paid Parental Leave.

• Adoption Assistance Program.

• Competitive 401k savings plan with company match.

• Additional 401k contribution regardless of participation.

• Flexible benefits tailored to employee needs.

• Diversity and inclusion support.